RIA Regional Consultant – Enterprise RIAs, VP III - State Street Investment Management

State Street • Boston, MA

2d

About The Position

We are currently hiring for a distribution role within State Street Investment Management’s Client Coverage Group. This position is part of our U.S. Wealth team and is focused on building and expanding relationships with the largest and fastest‑growing RIA firms in the country. The Regional Consultant will partner directly with executive teams and key decision‑makers across Enterprise RIAs to drive business development, product placement, and sales activation. The role serves as a trusted advisor and represents the U.S. Wealth Group’s distribution efforts across the Enterprise RIA landscape.

Requirements

• Bachelor's degree required
• FINRA Series 7 and 63 licenses required
• Minimum 7 years of experience in the investment management, with at least 5 years sales or business development
• Strong investment acumen and technical proficiency across ETFs, mutual funds, SMAs, and model portfolios
• Proven ability to work both independently and collaboratively within a fast‑paced, client‑facing environment
• Strong communication, presentation, and relationship‑building skills
• Demonstrated leadership, initiative, and commitment to excellence
• Ability to adapt quickly, think creatively, and operate with sound judgment
• Willingness to travel extensively, manage a dynamic schedule, and work autonomously while on the road

Nice To Haves

• CFA, CIMA, or similar industry designations preferred

Responsibilities

• Own and grow key client and strategic relationships with executive teams at the largest Enterprise RIAs in the US
• Develop and maintain ongoing account plans for each Enterprise RIA, reviewed quarterly to assess progress, challenges, budget deployment, and ROI
• Identify client needs across diverse business models and deliver relevant market insights, product information, investment ideas, and sales support.
• Demonstrate strong investment acumen and act as an expert on SSIM’s portfolio management capabilities, including product positioning, holdings, and investment results
• Educate clients and prospects on the full suite of State Street Investment Management solutions, including what differentiates our offerings from competitors
• Drive Net New Assets (NNA) and Net New Revenue (NNR) by cultivating new relationships and deepening engagement with existing partners across concentrated areas of wealth
• Lead and coordinate national travel with key sub‑advisory partners and index providers such as World Gold Council, DoubleLine Capital, Blackstone, and Bridgewater Associates
• Leverage centers of influence across the RIA ecosystem, including custody and TAMP partners like Charles Schwab, Fidelity, Orion and Envestnet
• Build and maintain relationships with key internal business partners, including State Street Corporation, SSIM Finance, Client Experience Team, Marketing, Research, and Client Enablement Teams to deliver SSIM’s resources to clients, including comparative analytics, capital markets insights and actionable investment ideas
• Promote awareness of State Street Investment Management’s strategy and priorities across Enterprise RIA accounts
• Mentor internal team members and contribute to a culture of knowledge sharing and professional development.
• Demonstrate risk excellence and uphold the highest ethical standards in all client and internal interactions.
• Pursue continuous improvement by refining sales skills and staying current on industry trends, product developments, and best practices
• Travel extensively throughout the US to meet with clients in their office locations, attend conferences and partner meetings

Benefits

• Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
• For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
• As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees